David Richman

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  New Hire Roundup: LPL Financial Welcomes Lochan

  By Marlene Y. Satter, AdvisorOne  |  January 9, 2013

  This week in new hires, Brendt Stallings and Husam Nazer joined DoubleLine, the MSRB board announced that it is looking for a few good applicants, and Citi named two new co-presidents.

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  Wirehouses, IBDs Post Final Recruiting Wins, Losses of 2012

  By Janet Levaux, AdvisorOne  |  December 20, 2012

  Morgan Stanley, Merrill Lynch and other firms saw a number of advisors come and go at year end.

• Top Five (+2) Best Books for Advisors (and Clients)

  By Joyce Hanson, AdvisorOne  |  October 29, 2010

  So what are the top five best books for advisors? Here are the latest results, as of Oct. 28 and in no particular order, of the best-selling and most popular reads.

• Top Five (+2) Best Books for Advisors (and Clients)

  By Joyce Hanson, AdvisorOne  |  October 29, 2010

  So what are the top five best books for advisors? Here are the latest results, as of Oct. 28 and in no particular order, of the best-selling and most popular reads.

• Questions Great Financial Advisors Ask

  By Mary Scott  |  September 1, 2006

  We all know it: Modern day financial advising isn't about transactions, sales pitches and reeling in clients. Rather, it's about understanding clients' financial needs, and...